Entering content frameProcedure documentation Approving a Travel Request Locate the document in its SAP Library structure

Use

You can approve travel requests individually using the Structure linkTravel Manager.

So that an automatic transfer of the requested trip advance can be made via FI, the appropriate travel request must have been approved.

Prerequisites

In order to approve travel requests you require a special authorization. The setting for this authorization is made in the authorization concept of the role assigned to you.

In the standard delivery the Structure linkapproving manager (SAP_FI_TV_MANAGER_GENERIC) role has this authorization.

You can edit the roles from the SAP Easy Access menu via Tools ® Administration ® User maintenance ® Roles.

Procedure

  1. From the Travel Management menu, call up the Travel Manager.
  2. Choose This graphic is explained in the accompanying textList of all Trips.
  3. Select the travel request to be approved, and choose This graphic is explained in the accompanying text Change.
  4. Choose This graphic is explained in the accompanying text Approve.

To approve travel requests using the approval program, proceed as follows:

  1. In the menu, choose Travel Management ® Travel Expenses ® Periodical processing ® Approve trips.
  1. On the tab page This graphic is explained in the accompanying text Status, enter in the Approval status field the value 1 (Request entered) as selection criteria.
  1. To execute the program, choose This graphic is explained in the accompanying text.
  1. Select all the trips to be approved.
  2. Choose This graphic is explained in the accompanying text.

For more information about all the functions of the approval program for trips, see the SAP Library under Travel Management ® Travel expenses ® Approve trips ® Structure linkApproval program.

Result

Once the object Travel request from the Travel Manager has been approved the status of the corresponding travel expense report for a trip also changes to Request approved / to be settled. The person responsible for processing the request (can also be the traveler) can see from the overview of the trips that the request has been approved and can then carry out the appropriate travel planning or travel expense statement.

If advances have been requested for a trip, the transfer via Financial Accounting (FI) can now be made.

Caution

Mass approval

You can approve a large number of travel requests using the approval program for trips. This type of travel request approval refers to the status Request approved/to be settled for the object travel expense report and not to the object travel request in the Travel Manager.

For more information, see Structure linkthe approval program.

SAP Business Workflow®

For more information on the connection of the travel request to the SAP Business Workflow, see the SAP Library, under Basis ® Business Management ® SAP Business Workflow ® Reference Documentation ® FI Financials: Workflow Scenarios or PA Personnel Management: Workflow Scenarios ® Workflow Scenarios in Travel Management ® Structure linkApprove Travel Request.

 

 

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